Emcor (EME) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 30, 2025
Industrials
Electrical WorkSEC EDGAR

Emcor (EME) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Emcor Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $4.30B for Q3 2025, up 16.4% from $3.70B Q3 2024; growth driven by all segments, with $306.6M from acquisitions
  • Operating income $405.7M Q3 2025, up $42.2M YoY; operating margin 9.4% vs 9.8% YoY, margin decline due to U.S. electrical segment margin drop
  • Best segment: U.S. electrical construction revenues up $440.2M YoY, operating income $145.2M (11.3% margin); worst segment: U.S. industrial services margin 2.2% vs 1.1% YoY but nine-month margin decline to 1.4% from 3.5%
  • Cash and equivalents $655.1M at Q3-end down $684.1M YTD, operating cash flow $777.7M vs $938.4M prior year, investing cash use increased $734M due to Miller Electric acquisition
  • Management expects strong demand across sectors; sale of UK building services anticipated by year-end; cautious outlook on labor productivity and investment in workforce development impacting margins

Risk Factors

  • Section 'risk_factors' was empty or not found.

Emcor Q3 2025 Quarterly Financials
XBRL

Revenue

$4.3B

+16.4% YoY -0.1% QoQ

Net Income

$295M

+9.3% YoY -2.2% QoQ

Gross Margin

19.4%

-46bp YoY +5bp QoQ

Operating Margin

9.4%

-40bp YoY -21bp QoQ

Net Margin

6.9%

-44bp YoY -15bp QoQ

ROE

8.9%

Total Assets

$8.6B

EPS (Diluted)

$6.57

+13.3% YoY -1.9% QoQ

Operating Cash Flow

$476M

-9.7% YoY +145.5% QoQ

Source: XBRL data from Emcor Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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